Book Image

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
Book Image

Salesforce for Beginners - Second Edition

By: Sharif Shaalan, Timothy Royer

Overview of this book

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

Understanding ownership skew

When a single user owns more than 10,000 records of an object, it is called data skew. This is sometimes done when organizations want to park unused data somewhere, or want to assign a dummy user to own many records for a particular object. This practice may cause performance issues if those users are moved around the role hierarchy or if they are moved into or out of a role or group that is the source group for a sharing rule. The reason this is an issue is if a change is made to the sharing of a record, Salesforce must move a large number of entries into the sharing tables, which can take a long time and lock the records in that object. Locking the records would give other users trying to edit these affected records an error if they attempt to work with one of the records during the calculation.

There are a few ways to help remedy this issue:

  • Distribute ownership of records access to a greater number of users. This will reduce the number...